Uber and Lyft stocks rise after Nvidia announces expanded partnerships at GTC 2026, with Uber planning Level-4 robotaxis in Los Angeles and San Francisco in 2027, scaling to 28 global cities by 2028. Lyft boosts AI for rides and mapping.
Lyft's Q4 2025 earnings show mixed results with $185M operating loss and weak Q1 guidance, despite 19% bookings growth. Stock falls 14% on disappointing forecast and legal charges.
Uber unveils autonomous robotaxi with Lucid and Nuro at CES, powered by Nvidia tech. Bay Area launch planned for 2026 with testing already underway.
Wedbush downgraded Lyft to Underperform, warning that autonomous vehicles could significantly hurt the company’s long-term value and U.S.-focused business.
Tesla begins testing fully autonomous Robotaxis in Austin without safety drivers, boosting its stock while competitors Uber and Lyft decline.
Lyft projects up to $5.13 billion in Q4 bookings, signaling strong growth, expanding into Europe via Freenow, and boosting customer loyalty with new rewards and luxury ride options.
